A fantastic opportunity has become available for an Adviser Services Officer to join a growing Brisbane-based financial services business supporting financial advisers and their support teams across a busy platform environment. This role is well suited to someone who enjoys solving problems, managing competing priorities, and delivering a high standard of service in a fast-paced setting.
Working closely with internal teams and external administration partners, you will own adviser queries end-to-end, help resolve issues efficiently, and support the wider adviser services function. This is a hands-on, client-facing operational role where accuracy, communication, and relationship management are essential.
The Role
- Manage adviser queries from initial contact through to resolution.
- Liaise with internal stakeholders and external administrators to progress outcomes.
- Support adviser onboarding, platform training, and service-related requests.
- Use systems and reporting tools to track issues, update records, and monitor outcomes.
- Assist with continuous improvement and team projects as needed.
- Experience in financial planning, platform operations, superannuation, or adviser support.
- Strong technology skills, with confidence using Salesforce and Excel.
- Highly organised, proactive, & able to manage multiple tasks at once.
- Excellent communication skills & a professional, approachable manner.
- A team player with a positive attitude & a genuine client-first mindset.
- Brisbane-based role with hybrid flexibility.
- A collaborative team environment within a growing financial services business.
- Salary range of $95,000 to $105,000 inclusive of super, depending on experience and qualifications.
- The opportunity to build a career in a business that values initiative, service, and continuous improvement. Progress to distribution, compliance, or product roles.
This is an excellent opportunity for someone who enjoys adviser service, operational coordination, and problem-solving. You’ll be joining a team that plays a critical role in supporting advisers, resolving issues accurately, and helping improve the overall adviser experience.
If you’re ready to take the next step in your financial services career, this could be the role for you.
